Adulting 101: Pints & Portfolios Cover

Adulting 101: Pints & Portfolios

Date & Time

Wed, 17 July 2024, 6:00 PM - 7:30 PM

GMT -3.00

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Venue Location


3500 Depauw Boulevard, 46268, Indianapolis, IN, United States

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About This Event

Investing can be intimidating for those without experience. It can be just as much art as it is science, so it is easy to become overwhelmed with investment options. If you are interested in learning more so you can get started on your investing journey, join Margaret Gooley, CFP®, CDFA® and Kyle McCune, CFP® as they present on the basics of long-term investing. With knowledge and experience, you can take the first step toward reaching your financial goals, so come grab a pint on us and let’s work on your investment portfolio knowledge base!

This workshop will be fun and interactive. There is no cost to attend. Feel free to invite friends and family. Light refreshments will be served.

Worley Erhart-Graves Financial Advisors is a registered investment advisor and only transacts business in states where it is properly registered or noticed filed or is excluded or exempted from registration requirements. Registration as an investment advisor is not an endorsement of the firm by securities regulators and does not mean the advisor has attained a particular level of skill or ability. Past performance doesn’t guarantee future results.

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3500 Depauw Boulevard, 46268, Indianapolis, IN, United States

Event Organizer

Worley Erhart-Graves Financial Advisors Logo

Worley Erhart-Graves Financial Advisors


We provide comprehensive financial planning on an hourly-fee basis and professional portfolio management services at 0.5% of the value of managed assets. We also provide tax services through our affiliate firm, Smitson Erhart-Graves Tax Advisors.

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